We do not sell annuities. We are not competing for your clients' assets.
Health coverage is our entire practice: Medicare, Medicaid, and dual-eligible enrollment. Refer a retiring client to us with confidence that the relationship you built stays yours.
Other Medicare agencies use retirement as a sales opening.
Many agencies treat a client's transition into Medicare as a chance to cross-sell annuities and other commission-heavy financial products. We think that creates a conflict of interest, and for most retirees an annuity pitch is not the right fit. We built our agency to stay out of that lane entirely.
Clear boundaries, kept every time.
What we do
- Help your client compare Medicare Advantage, Supplement, and Part D plans.
- Screen for Medicaid, dual-eligible, and other assistance programs they may qualify for.
- Handle enrollment paperwork, plan changes, and annual reviews.
- Refer financial planning questions back to you.
What we do not do
- Sell annuities, indexed universal life, or other investment-style products.
- Suggest rolling over or moving retirement accounts.
- Recommend financial products outside our licensed scope.
- Compete for the assets you manage.
No annuity sales, ever
We are not licensed to sell annuities and do not plan to be.
Not a financial competitor
We do not manage assets or recommend rollovers. Health coverage is our entire practice.
Plan-fit mindset
We recommend the Medicare or Medicaid plan that fits the client, not the one with the biggest commission.
Clients stay yours
After enrollment, your client returns to you for financial planning. We stay in our lane.
A two-way relationship.
You refer a client to us for Medicare or Medicaid guidance, we help them enroll, and we send them back to you for everything financial. If a client of ours asks about investments or planning, we point them to you.
Send a referral or start a conversation.
A short note is enough. We will follow up within one business day.
Let's build a referral relationship.
If you would like to talk about how we work with financial advisors and planners in eastern Idaho, reach out and we will set up a short intro call.